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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,285 | $89,367+26.8% | $141,191-19.8% | $72,975+55.2% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 28.18% | 111.87%-83.7pp | 71.41%-43.2pp | 81.01%-52.8pp |
| Employer contribution / active EE | $1,678 | $3,115-46.1% | $4,736-64.6% | $2,440-31.2% |
| Participant deferral / active EE | $5,522 | $5,419+1.9% | $6,710-17.7% | $3,608+53.1% |
| Admin fee / account holder | $3,577 | $5,957-40.0% | $10,264-65.2% | $5,124-30.2% |